Financial Planning and Life Insurance

FINRA Broker Check

https://brokercheck.finra.org/

IRA's

What is an IRA? An investing tool used by individuals to earn and earmark funds for retirement savings. There are several types of IRAs: Traditional IRA’s, Roth IRAs, SIMPLE IRAs and SEP IRAs. Traditional and Roth IRAs are established by individual taxpayers, who are allowed to contribute 100% of...

Business Continuation Planning

Buy-Sell Agreement Funding A chief concern among business owners is what will happen upon the death of one of the owners: how will it affect the business, the other owners and the deceased owner’s heirs? Surviving owners want to ensure the continuity of ownership, and avoid having a ownership fal...

Long Term Care

Long-term care refers to a wide array of medical care, personal assistance and social support services for people who are physically or mentally unable to independently care for themselves over an extended period of time. According to the Health Insurance Association of America, the average age a...

Supplemental Coverage

HollandStivers also offers several types of supplemental coverage. Give us a call to learn more about these items: Cancer Plans Critical Illness Accident Junior Estate Builder Finale Expense Nursing Home Short Term Care Hospital   Investment Advisory Services offered through O.N. Investment Ma...

Guard Your Groceries

Most individuals outlive their savings, and some aren't able to save what they want because they have to use it on everyday expenses. You deserve to have peace of mind when it comes to saving for your future. Let us help you safe guard your investments so that you can reap the benefits. Learn mor...

Life Insurance

Purchasing a life insurance policy is an investment many people evaluate during the estate planning process. In the event of one’s death, a life insurance policy is a safety net that ensures their loved one’s future financial obligations are met, covering items such as funeral costs, outstanding ...

Employer Sponsored Retirement Plans

Planning for retirement can be confusing, but it is worth the extra effort, especially when retirement plans are sponsored by your employer. When companies offer employer-sponsored retirement plans, potential employees often see this as an enticing benefit, and further incentive to join the compa...

Summary

Our Approach to Investment Planning The first time you meet with us, we’ll cover five different topics, ensuring you have a full understanding at every step. We’ll get to know each other. We will ask questions to learn about your financial situation, and you can ask us questions too. You’ll tell...